Filed: 4/14/2026ACC: 0001754960-26-000241
📋 What this filing means
GRANT PRIVATE WEALTH MANAGEMENT INC filed this quarterly 13F‑HR report disclosing 154 equity positions with a total reported market value of $188.50M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
154
Positions
$188.50M
Total AUM (reported)
1.47M
Total Shares
Allocation by class
COM$120.62M64.0%
CL A$20.14M10.7%
COM NEW$6.16M3.3%
CAP STK CL A$6.13M3.3%
CAP STK CL C$3.39M1.8%
COM CL A$2.94M1.6%
STATE STREET SPD$2.48M1.3%
Portfolio Concentration
Top 3$45.21M24.0%
4–10$42.72M22.7%
11–25$31.36M16.6%
Rest$69.20M36.7%
Top 3 weight
24.0%
Top 10 weight
46.6%
Voting Authority Distribution
Total shares with voting rights: 1.47M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.47M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole154
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings154
Rows:
NVIDIA CORPORATION
SOLEShares130.14K
TypeSH
Market value$22.70M
12.04%
Sole
0.00
Shared
0.00
None
130.14K
META PLATFORMS INC
SOLEShares20.18K
TypeSH
Market value$11.55M
6.13%
Sole
0.00
Shared
0.00
None
20.18K
APPLE INC
SOLEShares43.20K
TypeSH
Market value$10.96M
5.82%
Sole
0.00
Shared
0.00
None
43.20K
AMAZON COM INC
SOLEShares47.55K
TypeSH
Market value$9.90M
5.25%
Sole
0.00
Shared
0.00
None
47.55K
BROADCOM INC
SOLEShares28.78K
TypeSH
Market value$8.91M
4.73%
Sole
0.00
Shared
0.00
None
28.78K
ALPHABET INC
SOLEShares22.33K
TypeSH
Market value$6.13M
3.25%
Sole
0.00
Shared
0.00
None
22.33K
MICROSOFT CORP
SOLEShares14.52K
TypeSH
Market value$5.37M
2.85%
Sole
0.00
Shared
0.00
None
14.52K
TESLA INC
SOLEShares13.13K
TypeSH
Market value$4.88M
2.59%
Sole
0.00
Shared
0.00
None
13.13K
UBER TECHNOLOGIES INC
SOLEShares53.63K
TypeSH
Market value$3.86M
2.05%
Sole
0.00
Shared
0.00
None
53.63K
PALANTIR TECHNOLOGIES INC
SOLEShares25.08K
TypeSH
Market value$3.67M
1.95%
Sole
0.00
Shared
0.00
None
25.08K
NETFLIX INC.
SOLEShares37.82K
TypeSH
Market value$3.64M
1.93%
Sole
0.00
Shared
0.00
None
37.82K
ALPHABET INC
SOLEShares10.80K
TypeSH
Market value$3.39M
1.80%
Sole
0.00
Shared
0.00
None
10.80K
JPMORGAN CHASE & CO
SOLEShares8.98K
TypeSH
Market value$2.64M
1.40%
Sole
0.00
Shared
0.00
None
8.98K
ADVANCED MICRO DEVICES INC
SOLEShares12.96K
TypeSH
Market value$2.64M
1.40%
Sole
0.00
Shared
0.00
None
12.96K
DIMENSIONAL ETF TRUST
SOLEShares62.26K
TypeSH
Market value$2.18M
1.16%
Sole
0.00
Shared
0.00
None
62.26K
J P MORGAN EXCHANGE TRADED F
SOLEShares33.61K
TypeSH
Market value$2.15M
1.14%
Sole
0.00
Shared
0.00
None
33.61K
LAM RESEARCH CORP
SOLEShares9.69K
TypeSH
Market value$2.07M
1.10%
Sole
0.00
Shared
0.00
None
9.69K
INTUIT
SOLEShares4.20K
TypeSH
Market value$1.81M
0.96%
Sole
0.00
Shared
0.00
None
4.20K
INTUITIVE SURGICAL INC
SOLEShares3.74K
TypeSH
Market value$1.73M
0.92%
Sole
0.00
Shared
0.00
None
3.74K
J P MORGAN EXCHANGE TRADED F
SOLEShares30.37K
TypeSH
Market value$1.72M
0.91%
Sole
0.00
Shared
0.00
None
30.37K
SPDR SERIES TRUST
SOLEShares15.52K
TypeSH
Market value$1.52M
0.81%
Sole
0.00
Shared
0.00
None
15.52K
INVESCO QQQ TR
SOLEShares2.62K
TypeSH
Market value$1.51M
0.80%
Sole
0.00
Shared
0.00
None
2.62K
SERVICENOW INC
SOLEShares14.16K
TypeSH
Market value$1.48M
0.79%
Sole
0.00
Shared
0.00
None
14.16K
ARK ETF TR
SOLEShares21.50K
TypeSH
Market value$1.45M
0.77%
Sole
0.00
Shared
0.00
None
21.50K
NEOS ETF TRUST
SOLEShares29K
TypeSH
Market value$1.44M
0.76%
Sole
0.00
Shared
0.00
None
29K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 130.14K | SH | $22.70M 12.04% | 0.00 | 0.00 | 130.14K |
META PLATFORMS INCSOLE | CL A | 20.18K | SH | $11.55M 6.13% | 0.00 | 0.00 | 20.18K |
APPLE INCSOLE | COM | 43.20K | SH | $10.96M 5.82% | 0.00 | 0.00 | 43.20K |
AMAZON COM INCSOLE | COM | 47.55K | SH | $9.90M 5.25% | 0.00 | 0.00 | 47.55K |
BROADCOM INCSOLE | COM | 28.78K | SH | $8.91M 4.73% | 0.00 | 0.00 | 28.78K |
ALPHABET INCSOLE | CAP STK CL A | 22.33K | SH | $6.13M 3.25% | 0.00 | 0.00 | 22.33K |
MICROSOFT CORPSOLE | COM | 14.52K | SH | $5.37M 2.85% | 0.00 | 0.00 | 14.52K |
TESLA INCSOLE | COM | 13.13K | SH | $4.88M 2.59% | 0.00 | 0.00 | 13.13K |
UBER TECHNOLOGIES INCSOLE | COM | 53.63K | SH | $3.86M 2.05% | 0.00 | 0.00 | 53.63K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 25.08K | SH | $3.67M 1.95% | 0.00 | 0.00 | 25.08K |
NETFLIX INC.SOLE | COM | 37.82K | SH | $3.64M 1.93% | 0.00 | 0.00 | 37.82K |
ALPHABET INCSOLE | CAP STK CL C | 10.80K | SH | $3.39M 1.80% | 0.00 | 0.00 | 10.80K |
JPMORGAN CHASE & COSOLE | COM | 8.98K | SH | $2.64M 1.40% | 0.00 | 0.00 | 8.98K |
ADVANCED MICRO DEVICES INCSOLE | COM | 12.96K | SH | $2.64M 1.40% | 0.00 | 0.00 | 12.96K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 62.26K | SH | $2.18M 1.16% | 0.00 | 0.00 | 62.26K |
J P MORGAN EXCHANGE TRADED FSOLE | HEDGED EQUITY LA | 33.61K | SH | $2.15M 1.14% | 0.00 | 0.00 | 33.61K |
LAM RESEARCH CORPSOLE | COM NEW | 9.69K | SH | $2.07M 1.10% | 0.00 | 0.00 | 9.69K |
INTUITSOLE | COM | 4.20K | SH | $1.81M 0.96% | 0.00 | 0.00 | 4.20K |
INTUITIVE SURGICAL INCSOLE | COM NEW | 3.74K | SH | $1.73M 0.92% | 0.00 | 0.00 | 3.74K |
J P MORGAN EXCHANGE TRADED FSOLE | EQUITY PREMIUM | 30.37K | SH | $1.72M 0.91% | 0.00 | 0.00 | 30.37K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 15.52K | SH | $1.52M 0.81% | 0.00 | 0.00 | 15.52K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 2.62K | SH | $1.51M 0.80% | 0.00 | 0.00 | 2.62K |
SERVICENOW INCSOLE | COM | 14.16K | SH | $1.48M 0.79% | 0.00 | 0.00 | 14.16K |
ARK ETF TRSOLE | INNOVATION ETF | 21.50K | SH | $1.45M 0.77% | 0.00 | 0.00 | 21.50K |
NEOS ETF TRUSTSOLE | NASDAQ 100 HIGH | 29K | SH | $1.44M 0.76% | 0.00 | 0.00 | 29K |
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